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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,946 | $103,038-18.5% | $90,324-7.1% | $152,909-45.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.53% | 95.25%-73.7pp | 78.15%-56.6pp | 345.46%-323.9pp |
| Employer contribution / active EE | $5,751 | $3,141+83.1% | $2,856+101.4% | $4,764+20.7% |
| Participant deferral / active EE | $4,207 | $4,282-1.8% | $3,885+8.3% | $5,851-28.1% |
| Admin fee / account holder | $1,259 | $6,177-79.6% | $5,356-76.5% | $11,601-89.1% |